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| Manager | |
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| Strategy | |
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| Latest Return | |
| Latest 6 Months | |
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| FUM (millions) | |
| Fund Overview | Our investment objectives are: 1) To minimise the risk of permanent capital loss 2) Generate a net return of 10% through the economic cycle An unconstrained, concentrated approach focused on superior risk-adjusted returns. The investment strategy: - targets long-term capital growth in a prudent manner, with an emphasis on capital preservation and low volatility in returns - aims to outperform in markets where equities are down - diversifies investments across asset classes and duration to reduce risk while maintaining relatively concentrated exposure to attractive investment opportunities - is an application of the Manager's investment process, that has no institutional constraints and is completely benchmark unaware |
| Manager Comments | In August, the Fund benefited from its exposure towards precious metals, with gold remaining stable at almost record high prices and silver appreciating significantly during the month. Datt Capital took the opportunity to de-risk the portfolio by cutting back on non-core equity positions. Datt believe they are well positioned to take advantage of any increased volatility in markets resulting from the US elections in November. A number of positive catalysts remain on the near-term horizon for the Fund's core holdings. The manager noted they are finding many opportunities in a variety of sectors, all with high growth potential and return profiles. |
| More Information |
